Change Order Administration

The Change Orders tab contains options for restricting item changes to change orders depending on lifecycle or state, configuring the markup folder, managing change order link properties, and defining change order numbering schemes. You can also disable the Change Orders feature.

Change Order Enablement

Enable or disable the Change Orders feature to better control user access.

• Click Configure to display the Enable Items and Change Orders dialog box.

Options

• Turn on the Restrict Item Lifecycle Changes to Change Orders check box to disable manual lifecycle state changes for any user other than those with the Administrator role.
• Turn on the Items on Change Orders Cannot Be in the Work In Progress State When Moving Out of the Change Order Work State to prevent the change order state from moving from Work to Check or Review if any of the items on the change order is in the Work In Progress lifecycle state.

Markup Folder

• Select Use Common Markup Folder to force all markup files to be added to the folder specified by the Configure command. If a folder is not configured, the markup command prompts for a folder in which to place the markups. Click Configure to specify the location for the common markup folder.
• Select Store Markups in the Same Folder as the File Being Marked-up to store the markups with the corresponding file.
• Select User Select Markup Folder to allow users to chose where markup files are stored.

User-Defined Properties

User defined properties for change orders can be created in the Property Definitions dialog. These properties belong to the change order itself and not its contents.

1. Select Properties from the Behaviors tab of the Vault Settings dialog.
2. Create a new UDP and associate it to change orders.

All change orders (new or existing) will have this property associated with it and can be edited as desired. Editing the property can be done from the Edit command of the change order or from the Edit Properties dialog.

For more about editing change order properties, see Working with Properties.

Link Properties

Linked user-defined change order properties are defined and managed in the User Defined Linked Properties (Change Order) dialog box.

• Click Properties to assign user-defined change order linking properties to items.
• These properties will be linked with items in the records tab.

Change Order Numbering

The numbering scheme used for identifying change orders can be customized.

• Click Define to define your own change order numbering scheme.

Access the Change Order Tab

1. Click Tools Administration Vault Settings.
2. In the Vault Settings dialog box, select the Change Orders tab.

Configure Change Orders Use

Disable the Change Orders feature or give users the ability to override the disablement on the Enable Items and Change Orders dialog box.

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box, select the Change Orders tab.
3. In the Change Order Enablement section, click Configure. The Enable Items and Change Orders dialog box provides options for controling Change Order access.
4. Select the No option to disable Change Orders.
5. Select the Allow user override check box to let users override the disablement. The override is performed on the Options dialog for the application settings.
6. Click Close.